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USI Insurance Services Commercial Lines Senior Account Representative in Seattle, Washington

Commercial Lines Senior Account Representative

Alternate Locations:

WA - Seattle

General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities.

Responsibilities:

  • Provides internal assistance to 2-4 Commercial Lines Account Managers.

  • Processes client policies, endorsements, audits, cancelations, and reinstatements.

  • Audits insurance policies documents and works with to Account Manager to correct inaccuracies.

  • Produces schedules and summaries of insurance.

  • Issues renewal and new certificates of insurance.

  • Maintains accurate information in agency management systems.

  • Completes accounting-related transactions including complex and multi-client invoicing.

  • Gathers renewal information and assembles applications and schedules for Account Management team.

  • Assists Account Management team in delivering client service and meeting client retention goals.

  • Gains exposure to Account Management job activities.

Knowledge, Skills and Abilities:

  • 1-2 years experience in a Commercial Lines agency. College degree preferred.

  • Early intermediate understanding of Property & Casualty insurance.

  • Must hold or be willing to earn Property & Casualty insurance license.

  • Comfortable with internet-based programs and Microsoft Office products.

  • Knowledge of Sagitta / ImageRight preferred, but not required.

  • Able to work in a team environment.

  • Resourceful, eager to learn new concepts and further professional development

  • Open to feedback and coaching

Job ID:

21807

EOE including Disability/Veteran https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf

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